FINANCE & INVESTMENTS

Credit Analysis & Management

For more information call (310) 206-1654 or email fmpcertificate@uclaextension.edu

MGMT X 430.614

Writing and Presenting a Credit Analysis

4.0 units

Improve your basic business writing skills and focus those skills as you learn to write a concise and directed credit analysis, beginning with a general template and then moving to a format that follows best practices. Topics include the “five Ps” of credit analysis People, Purpose, Payment, Protection, and Perspective and writing the credit analysis/structuring summary, including understanding your audience, essential communications, effective visuals, and report presentation. You are exposed to real clients and data designed to challenge your writing skills. The course provides supporting documentation and information in the context of writing skills, and the learning environment is enhanced by extensive use of exercises and critiques of credit analysis writing samples. At the conclusion of the course, you should be able to write a concise and coherent credit analysis and effectively present findings to a credit manager or credit committee.

Reg# 392908

Fee: $855

No refund after 30 June.

M Online

June 26-Sept. 10

Enrollment limited. & Deborah Meng, MBA, CRCM, CAMS, large banking organizations, Federal Reserve Bank of San Francisco

Finance

Those students planning to pursue a career as financial or investment professionals are advised to enroll in the Finance Certificate. Students are advised to complete MGMT X 1A and MGMT X 1B Principles of Financial Accounting (or equivalent courses) and MGMT X 422 Cost Accounting and Analysis before enrolling in the certificate, since these are prerequisites for many courses in the curriculum.

Finance

For more information call (310) 206-1689 or email pwilliams@uclaextension.edu

MGMT X 130A

Applied Managerial Finance

4.0 units

This course offers an introduction to some of the more important topics in Managerial Finance, with an emphasis on the methods and sources of financing for corporations. Topics include corporate financial analysis, financial planning procedures, present value and security valuation, capital budgeting, capital structure, and approaches to raising capital. The course also covers securities markets, factors, and models explaining security returns, as well as the concept of market efficiency. Financial calculator is required. c

Prerequisite(s): MGMT X 1A and MGMT X 1B Principles of Financial Accounting or equivalent, or consent of instructor.

Reg# 392891

Fee: $855 No refund after 30 June.

M Online June 26-Sept. 10

Enrollment limited. & Wayne A Hollman BA, MBA, PhD, financial advisor

MGMT X 130B

Advanced Applications of Managerial Finance

4.0 units

This course demonstrates the advanced implementation of corporate finance through the presentation of theories and their applications. Students analyze stock and bond valuations, capital budgeting and working capital management, leasing, option pricing, risk/return, cost of capital, financial forecasting, capital structures, dividend policy, and investment banking. The implications of market responses to major financial strategies are also examined. c

Prerequisite(s): MGMT X 130A Applied Managerial Finance or consent of instructor.

Reg# 392909

Fee: $855 No refund after 10 July.

❍ Hybrid (In-Person)

11 mtgs

Tuesday, 6:30-9:30pm, June 27-Sept. 12

UCLA Extension Gayley Center: 1145 Gayley Ave. Visitors not permitted. 7 & David E. French, MBA, president, David French & Associates, LLC, a business strategy consultancy

MGMT X 430.131

Business Acquisition and Divestiture: Strategy and Finance

4.0 units

This course is intended primarily for investors looking to acquire a small to mid-sized business or corporate executives and professionals looking to expand their company’s prospects via merger and acquisition (M&A). This course combines an analytical framework with real-world applications to introduce the key processes and techniques involving business combinations. Key topics include current trends in M&A, accounting foundations, legal constraints, tax implications, business valuation techniques, and M&A risk management. Students learn how to prepare, evaluate, and execute business mergers and acquisitions through lectures, discussion forums, case studies, and assigned practice questions. Participants leave the course with an understanding of how to put together a deal, minimize overpaying, and increase their chances of success in a business combination.

Prerequisite(s): MGMT X 130A Basic Managerial Finance or equivalent, or the consent of the instructor.

Reg# 392910

Fee: $855

No refund after 12 July.

❍ Hybrid (In-Person) 11 mtgs

Thursday, 6:30-8:30pm, June 29-Sept. 7

UCLA Extension Lindbrook Center: 10920 Lindbrook Dr. Elective course in the Finance Certificate.

Visitors not permitted. 7 & Brooks Ensign mso-bidi-language:AR-SA”>MBA, M.Acc

MGMT X 430.132

Business Valuation

4.0 units

This course explores the basics of business valuation, including how businesses, equity, and enterprise are valued. Students learn the main methods of valuation (intrinsic and relative), their strengths and weaknesses, and when to apply each. Topics include discounted cash flow, comparable market multiples, comparable transaction multiples, and liquidation/terminal value. Additional topics include free cash flow, financial statement analysis, industry competitive analysis, growth projection, financial forecasting, discount rate, and capital asset pricing.

Prerequisite(s): This course is intended for students with strong accounting/finance background. Minimal prerequisites include Introductory Financial Accounting and Introductory Corporate Finance. This course also requires working knowledge of Microsoft Excel.

Reg# 392911

Fee: $855

No refund after 12 July.

❍ Hybrid (In-Person) 11 mtgs

Wednesday, 6:30-8:30pm, June 28-July 26

UCLA Extension Lindbrook Center: 10920 Lindbrook Dr.

Wednesday, 6:30-8:30pm, Aug. 2-Sept. 7

Remote Classroom

Enrollment limited. Elective course in the Finance Certificate. 7 Instructor to be announced

MGMT X 430.135

Money, Banking, and the Financial Markets

4.0 units

This course explores how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools it employs as it manages the cost and availability of money in the economy. With commercial banks and investment banks now virtually the same, the course also covers other important facets of banking: corporate finance, underwriting, lending, foreign exchange, asset management, trust services, credit cards, cash management, trading of bonds and foreign exchange, and various services and products. A review and discussion of recent financial legislation also is included.

Prerequisite(s): MGMT X 1A and MGMT X 1B Principles of Accounting.

Reg# 392884

Fee: $855

No refund after 9 July.

❍ Hybrid (In-Person)

11 mtgs

Monday, 6:30-9:30pm, June 26-July 24

UCLA Extension Gayley Center: 1145 Gayley Ave.

Monday, 6:30-9:30pm, July 31-Sept. 11

Remote Classroom

Early enrollment advised. Visitors not permitted. 7 & Dr. Gary J. Lysik, CFO, Dreamline Aviation

MGMT X 432.3

Financial Statement Analysis

4.0 units

This course is intended for financial and credit analysts; CPA or CFA candidates; investors; business managers; or individuals who are involved in equipment or real estate financing, leasing, or trade credit analysis. The course focuses on the mechanics of financial statement analysis, including balance sheet and income statement analysis, ratio analysis, cash flow analysis, common size analysis, and trend analysis. Particular emphasis is placed on quality of earnings analysis. Students are expected to analyze and evaluate free cash flow generation, profitability, operating efficiency, and the impact of leverage on business risk and return on equity.

Prerequisite(s): MGMT X 1A and MGMT X 1B Principles of Accounting or consent of instructor.

Reg# 392916

Fee: $855

No refund after 30 June.

M Online June 26-Sept. 10

Required course in the Finance Certificate.

Enrollment limited. & Ralph Zwetow, MBA, principal, Credit Training Resources

MGMT 833.380

Ethics in Finance

1.2 CEUs

This course focuses on the ethical issues confronting financial professionals, including extensive coverage of the recent financial crisis and the very latest developments affecting ethics within the financial world. Instruction includes an overview of the ethical standards in finance, including the primary elements necessary to make proper ethical decisions. The course also covers key definitions, issues, and general theories of business and finance ethics, citing examples from the recent scandals that have shaken public confidence in Wall Street and the world financial markets. Main topic areas include overview and fundamentals of ethics in finance, the retail customer, investments, financial markets, and financial management. Students leave the course with a better overall understanding of ethical issues confronting financial professionals and how to apply ethical behavior in everyday business practices.

Reg# 392890

Fee: $320

No refund after 12 July.

M Online July 10-Aug. 7

Enrollment limited. 7

Peter Lou, MBA, MA, CFA, senior manager, Wells Fargo Bank